Aaron Schulz

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 05/2019
  Hall Of Fame Silver Lanes
  East Hartford, CT
• 06/2019 → 11/2019
  Northwestern Mutual
  West Hartford, CT
• 09/2020 → 11/2020
  Stop And Shop
  North Smithfield, RI
• 12/2020 → 01/2021
  Fedex Ground
  Middletown, CT
• 01/2021 → 05/2021
  Full Time Student
  Smithfield, RI
• 06/2021 → Present
  Fidelity Investments
  Manchester, NH
• 09/2014 → 06/2017
  Full Time Student
  Glastonbury, CT
• 01/2016 → 11/2020
  Schulz Detailing
  Glastonbury, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2021-10-19

Other Names

• Aaron Charles Schulz
• Aaron Schulz